Spire Wealth Management Dimensional ETF Tr Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 4,259 shares of DFAX stock, worth $122,105. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,259
Previous 7,701
44.7%
Holding current value
$122,105
Previous $191,000
41.88%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio